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401 (k)
National Retirement Services, Inc. (NRS)
American Money Management
Contact: Mickey Christian
PO BOX 675203
14249 Rancho Santa Fe Farms Rd.
Rancho Santa Fe, CA 92067
760-448-5179
888-999-1395
Fax: 858-259-6906
email: mchristian@amminvest.com
Website: www.amminvest.com
401(k)
Min Group size: 10
Serving: CA
American Safe Retirments, LLC
Contact: Joe Barkate
630 E. Southlake Blvd., Ste. 103
Southlake, TX 76092
(214) 641-5363
(800) 277-8464
(800) ASR-U-GO4
(817) 796-1616
e-mail: joeWamericansaferetirements.com
e-mail: rich@americansaferetirements.com
Website: www.nomarketrisk.com
Website: www.americansaferetirements.com
Products/services: Finanical Planning, 401(k), Life Sttlements
Min.Size: 1
John Hancock Retirement Plan Services
Contact: Derek MacDougall
500 North Brand Blvd., Ste. 950
Glendale, CA 91203
(818) 552-3400 ext. 246
(800) 766-2685
Fax: (818) 552-3420
e-mail: derek_macdougall@ jhancock.com
Website: www.jhpensions.com
Serving: Pacific Region
Contact: Kevin Spaeth
5832 Bolsa Ave., Ste. 100
Huntington Beach, CA 92649
(714) 622-3244
Fax: (714) 622-3189
e-mail: kevin.spaeth@nrservices.com
Website: www.nrservices.com
Products/Services: 401(k)
Serving: Nationwide
Innovative Pension Strategy & Design
14251 Danielson St.
Poway, CA 92064
(858) 218-3440
Fax: (858) 748-0615
e-mail: mike@innovativepension.com
Website: www.innovativepension.com
Products/Services: 401 (K)
Min. Case Size: 1
Serving: Nationwide
Pacific Administrators
Contact: Urs Kaelin
74-133 El Paseo, Ste. 11
Palm Desert, CA 92260
(760) 568-3626
(866) 729-7761
Fax: (760) 568-3860
e-mail: pension@pagroup.us
Website: www.pagroup.us
Products/Services: Section 125, COBRA, Pension 401(k), TPA's
Serving: Nationwide
Polycomp Administrative Services Inc.
Contact: Baylis Resnick
Contact: Amanda Asherson
6400 Canoga Ave., Ste. 250
Woodland Hills, CA 91367
(818) 716-0111
(800) 736-7090
Fax: (818) 346-8672
e-mail: bresnick@polycomp.net
e-mail: aasherson@polycomp.net
Website: www.polycomp.net
Products/Services: 401 ((k), TPAs, Defined Benefit Plans, 403(b) Plans.
Min. Case Size: 1
Serving: Nationwide
PRB Financial Group
Contact: Thomas O. Michel
1925 Century Park East, Ste. 400
Los Angeles, CA 90067
(310) 551-3125
Fax: (310) 551-0327
e-mail: tmichel@prbinc.com
Website: www.prbinc.com
Products/Services: TPAs, 401(k), individual and group life and disability insurance, non-qualify Deffered compensation
Symetra Financial
Contact: Sean Kelly
663 S. Rancho Santa Fe Rd., Ste. 287
San Marcos, CA 92078
(949) 294-2563
Fax: (949) 216-6828
e-mail: sean.kelly@symetra.com
Website: www.symetra.com
Products/Services: 401(k), 403(b), ERISA
Serving: Nationwide